Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARW
Arrow Electronics Inc

Technology
Q4 2018 Filed on Feb 14, 2019
89
$63.25 - $78.4 $5.63K - $6.98K
MANH
Manhattan Associates Inc

Technology
Q4 2018 Filed on Feb 14, 2019
117
$39.99 - $53.66 $4.68K - $6.28K
NRG
Nrg Energy, Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
63
$35.41 - $42.68 $2.23K - $2.69K
SKX
Skechers Usa Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
171
$21.86 - $30.15 $3.74K - $5.16K
TDG
Trans Digm Group Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
200
$312.09 - $372.39 $62.4K - $74.5K
UHS
Universal Health Services Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
45
$113.42 - $137.99 $5.1K - $6.21K
CBRE
Cbre Group, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
116
$37.64 - $44.44 $4.37K - $5.16K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
343
$42.88 - $83.72 $14.7K - $28.7K
Tiffany & CO New
Q4 2018 Filed on Feb 14, 2019
90
N/A
Cnooc LTD
Q4 2018 Filed on Feb 14, 2019
32
N/A
CAJ
Canon Inc

Technology
Q4 2018 Filed on Feb 14, 2019
115
$26.41 - $32.07 $3.04K - $3.69K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
208
$108.28 - $110.37 $22.5K - $23K
NICE
Nice Ltd.

Technology
Q4 2018 Filed on Feb 14, 2019
120
$101.69 - $116.5 $12.2K - $14K
Peoples United Financial Inc
Q4 2018 Filed on Feb 14, 2019
585
N/A
Proofpoint Inc
Q4 2018 Filed on Feb 14, 2019
49
N/A
UEIC
Universal Electronics Inc

Technology
Q4 2018 Filed on Feb 14, 2019
165
$24.04 - $39.66 $3.97K - $6.54K
EPR
Epr Properties

Real Estate
Q4 2018 Filed on Feb 14, 2019
400
$63.46 - $71.45 $25.4K - $28.6K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,200
$7.05 - $9.57 $8.46K - $11.5K
First Data Corp New
Q4 2018 Filed on Feb 14, 2019
1,130
N/A
NNI
Nelnet Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
202
$48.21 - $57.67 $9.74K - $11.6K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
753
$13.33 - $14.66 $10K - $11K
Polyone Corp
Q4 2018 Filed on Feb 14, 2019
48
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q4 2018 Filed on Feb 14, 2019
100
N/A
WD
Walker & Dunlop, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
177
$38.37 - $52.56 $6.79K - $9.3K
KSS
Kohls Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
215
$59.4 - $81.97 $12.8K - $17.6K
PODD
Insulet Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
93
$73.27 - $105.19 $6.81K - $9.78K
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
103
$33.2 - $43.66 $3.42K - $4.5K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
25
$105.09 - $137.23 $2.63K - $3.43K
SON
Sonoco Products CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
196
$50.39 - $58.05 $9.88K - $11.4K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
202
$55.15 - $66.39 $11.1K - $13.4K
ON
On Semiconductor Corp

Technology
Q4 2018 Filed on Feb 14, 2019
105
$14.62 - $19.35 $1.54K - $2.03K
DRQ
Dril Quip Inc

Energy
Q4 2018 Filed on Feb 14, 2019
86
$26.85 - $52.32 $2.31K - $4.5K
GPS
Gap Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
276
$24.6 - $28.72 $6.79K - $7.93K
ENTG
Entegris Inc

Technology
Q4 2018 Filed on Feb 14, 2019
211
$24.44 - $30.29 $5.16K - $6.39K
SRCL
Stericycle Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
150
$35.19 - $57.39 $5.28K - $8.61K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2018 Filed on Feb 14, 2019
159
$49.12 - $59.47 $7.81K - $9.46K
KMX
Carmax Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
53
$56.72 - $73.69 $3.01K - $3.91K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
109
$43.6 - $64.8 $4.75K - $7.06K
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
100
$69.15 - $90.8 $6.92K - $9.08K
NKTR
Nektar Therapeutics

Healthcare
Q4 2018 Filed on Feb 14, 2019
144
$30.43 - $56.65 $4.38K - $8.16K
RCI
Rogers Communications Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
103
$49.48 - $54.03 $5.1K - $5.57K
TD
Toronto Dominion Bank

Financial Services
Q4 2018 Filed on Feb 14, 2019
168
$48.31 - $61.15 $8.12K - $10.3K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2018 Filed on Feb 14, 2019
100
$35.34 - $47.41 $3.53K - $4.74K
AYI
Acuity Brands Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
39
$105.8 - $155.48 $4.13K - $6.06K
Blackrock Muniyld Invst Qlty
Q4 2018 Filed on Feb 14, 2019
750
N/A
GTLS
Chart Industries Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
129
$58.6 - $78.17 $7.56K - $10.1K
Nic Inc
Q4 2018 Filed on Feb 14, 2019
500
N/A
SSNC
Ss&C Technologies Holdings Inc

Technology
Q4 2018 Filed on Feb 14, 2019
135
$41.6 - $55.84 $5.62K - $7.54K
SYNH
Syneos Health, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
82
$36.49 - $51.72 $2.99K - $4.24K
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